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Frequently Asked Questions - How to use the online instrument

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Yes, if you received a survey, it should be completed whether the location is closed, sold, inactive, leased to another company, or added as a location to another company (such as a parent company reporting for subsidiaries). Please enter any explanations in “Item 31: Remarks” (or “Item 4B: Remarks” for the Report of Organization survey).

If applicable, see FAQ #10. How do I report for locations that are no longer active?

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From the “Step 1 - Report” screen, click the “Start” button to begin reporting for a survey. You can use the “Go to Screen” dropdown at the bottom of a question screen to go to screens that were already visited (or uploaded via a spreadsheet).

Each survey should cover calendar year 2022. If book figures are not available, estimates are acceptable. Please enter any explanations of data in “Item 31: Remarks” (or “Item 4B: Remarks” for the Report of Organization survey).

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You can use the top banner to navigate to the Overview screen, the “Step 1 – Report” screen, the “Step 2 - View Errors/Warnings” screen, or the “Step 3 - Review Surveys and Submit” screen.

If you only have one survey listed on “Step 1 - Report,” step 2 and step 3 are grayed out until you complete step 1.

The banner color turns orange for the screen you are on.

While you are on a question screen within a survey, the “Go to Step 1 - Report” banner will be highlighted in orange. You can click “Go to Step 1 - Report” to be taken back to the “Step 1 - Report” screen.

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The “General Reporting Guidelines” screen provides information on Reporting Period and several examples for how to report dollar figures and percentages. These fields do not allow data input, click the “Continue” button to move to the next screen, which will allow data entry.

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From the “Step 1 - Report” screen, in the “Print / Preview Survey Questions” column, click the link for “Preview Survey,” which will open a new tab in your browser with a PDF of the survey.

If the “Preview Survey" PDF doesn’t fit on the page when trying to print:

o   Click the printer icon in the browser.

o   A pop-up window will appear, and you can “Save to PDF” or “Microsoft Print to PDF.”

o   After saving the PDF, then the PDF should print correctly.

o   Or, you can click the download icon in the browser.

o   Open the PDF and print it using “Fit” or “Shrink oversized pages.”

o   Don’t use “Actual Size” since it may only print a small part of the page.

o   See "Pages To Print Image" below.

If you have more than one survey on the “Step 1 - Report” screen, click the “Print Surveys to PDF” button, which opens a pop-up and you can select multiple surveys or choose the top check mark to select all the surveys. Click the “Continue” button and follow the steps to open a Zip file with the survey previews.

If the PDF doesn’t fit on the page when trying to print:

o   Print it using “Fit” or “Shrink oversized pages.”

o   Don’t use “Actual Size” since it may only print a small part of the page.

o   See "Pages To Print Image" below.

Pages to Print Image Pages to Print Image
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Click the “Messages” button at the top right of any screen, to view messages for printing surveys to PDF, downloading or uploading spreadsheets, and submitting data.

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If there is only one survey (that does not end in “C”) on the “Step 1 - Report” screen, you will have the opportunity to report your number of locations in Item 2F. The added locations will appear on the “Item 32: Location List” screen.

If there is more than one survey on the “Step 1 - Report” screen, you can click the “Add Location” button at the bottom of the “Step 1 - Report” screen.

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You may only delete locations that you added.

If there is only one survey (that does not end in “C”) on the “Step 1 - Report” screen, you can delete added locations from “Item 32: Location List”: click the “View Location List” link in the “Number of Establishments in Survey” column, then the “Delete Locations You've Added” button.

If there is more than one survey on the “Step 1 - Report” screen, you can click the “Delete Locations You’ve Added” button at the bottom of the “Step 1 - Report” screen.

If applicable, see FAQ #10. How do I report for locations that are no longer active? 

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Complete the survey for the portion of 2022 that the location was operating as part of the company or organization.

If one of your existing locations is no longer in business, please complete the Operational Status question:

  • Operational Status is Item 3/3A for surveys listed on the "Step 1 - Report" screen.
  • For Consolidated surveys and “NC-99001(L),” click the “View Location List” link on the “Step 1 - Report” screen. On the “Location List” screen, the Operational Status question is listed for locations with “Type” is “Pre-listed…”

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If data entered causes an Error or Warning to appear at the top of the screen, you can choose not to correct the data at this moment, and you can move to the next screen by clicking the “Save and Continue” button again. You will have an opportunity to correct Errors and Warnings from the “Step 2 - View Errors/Warnings” screen.

The exception is Item 4/4A, Primary Business or Activity, where you must make a selection on the screen to move to the next screen.

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You can log in to your census bureau account multiple times to enter data into your survey(s). If you are in the middle of completing a survey, make sure you click the “Save and Continue” button to save the data on the screen before Logging out. You can log in to your census bureau account and resume entering data at a later time.

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Use the “Back” button or the “Go to Screen” dropdown to return to the questions.

If the “Back” button or the “Go to Screen” dropdown are not available:

  • Click the “Return to Step 1 - Report” button.
  • Click the “Resume” button from the “Step 1 – Report” screen.
  • Use the “Back” button or the “Go to Screen” dropdown to return to the questions.

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From the “Step 1 - Report” screen, in the “Status” column, click the “Resume” or “Submitted” button for the survey you wish to correct the data. This will allow you to use the “Go to Screen” dropdown to choose the screen(s) that need to be updated. You can then go to the “Step 3 - Review Surveys and Submit” screen and submit your corrected data.

If you have more than one survey on the “Step 1 - Report” screen, you can correct data already in the system, by downloading and uploading a spreadsheet template using these buttons, “Download Spreadsheet Template” and “Upload Completed Template.” You may upload multiple times. For more information, please see FAQ #15. How do I download spreadsheets? And FAQ #16. How do I upload spreadsheets with data?

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From the “Step 1 - Report” screen, click the “Download Spreadsheet Template” button.

You can download survey spreadsheets listed in the grid:

  • You can select multiple surveys or choose the top check mark to select all the surveys.
  • Click the “Continue” button and follow the steps to open a Zip file with the survey spreadsheet(s).

You may choose to download the “All Locations” spreadsheet.

  • Click the “All Locations” button and follow the steps to open a Zip file with the spreadsheet.
  • It may be helpful to download the “All Locations” spreadsheet first to reconcile your locations to the downloaded spreadsheet:
    • In the “All Locations” spreadsheet, you can update addresses, store numbers, add missing locations, complete “Operational Status” for closed or sold locations, and enter payroll and employment.
    • This spreadsheet can be uploaded by clicking the “Upload Completed Template” button from the “Step 1 - Report” screen.
    • You can then download the survey spreadsheets listed in the grid and data uploaded from the “All Locations” spreadsheet will appear in the downloaded survey spreadsheets.

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To upload data, from the “Step 1 - Report” screen, click the “Upload Completed Template” button. Browse to your spreadsheet and click the “Upload” button.

  • Data goes through validations and a report is generated with potential issues.
  • You can upload data multiple times.
  • Blank fields in the uploaded spreadsheet will not overwrite existing data in the instrument.

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From the “Step 3 - Review Surveys and Submit” screen, in the “Print / Review Survey Responses” column, click the link for “Print Responses,” which will allow you to download a PDF of your responses.

  • You can use the “Print Responses” link to review your data before submitting your responses.
  • You can use the “Print Responses” link to print your data after submitting your responses.

Or, if you have already Submitted your survey(s):

  • You can go to the “Messages” button on the top right and Open your “Submission Confirmation.”
  • Click the “Print Responses to PDF” button.
    • If only one survey was submitted, a PDF will open.
    • If more than one survey was submitted, a pop-up will open:
      • You can select multiple surveys or choose the top check mark to select all the surveys to print to PDF.
      • Click the “Continue” button and follow the steps to open a Zip file with PDFs of your responses.
      • You can print 50 surveys at a time.

In some cases, you may have to download a spreadsheet to save a copy of your responses, which can be done by clicking the “Download Spreadsheet Template” button from the “Step 1 - Report” screen. For more information, please see FAQ #15. How do I download spreadsheets? 

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You can verify your data were submitted by clicking the “Messages” button on the top right, and then click “Open” on the “Submission Confirmation” to see a summary of the number of surveys, how many were successfully submitted, and how many still need to be submitted.

Or, you can go to the “Step 3 - Review Surveys and Submit” screen and check if there is a date and time listed for your survey(s) under the “Last Submission” column.

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This link is found in the “Number of Establishments in Survey” column on the “Step 1 - Report” screen and takes you to a “Location List” screen. The “View Location List” link is available for:

  • Companies that have one survey on the “Step 1 - Report” screen and added locations in Item 32.
  • Consolidated surveys that end in “A” where three or more locations are in a particular industry.
    • Consolidated data is collected on Items 1 through 31.
    • The “Location List” contains locations associated to the industry.
  • NC-99001(L) surveys
    • Consolidated data is collected on Items 1 through 4.
    • In a census year, the “Location List” contains out-of-scope locations:
      • Such as railroads, churches, agriculture production, forestry, fishing, and public administration.
      • Or foreign locations where employees at the location are reported on an IRS form 941 for an EIN that is also used at domestic locations.

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In an Economic Census year, the locations that are listed in Item 5A on the NC-99001(L) are only for out-of-scope locations.  In an Economic Census year, many companies (with more than one survey) will receive the NC-99001(S) which contains the company questions, but not locations in Item 5A.  Therefore, all or most of the locations from the 2021 Report of Organization will either receive its own survey on the "Step 1 - Report" screen or will be listed on a Consolidated survey that ends in "A."  To see the locations on the NC-99001(L) or Consolidated survey, click the “View Location List” link on the “Step 1 - Report” screen.

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You can change your survey if you only have one survey (that does not end in “C”) listed on the “Step 1 - Report” screen.

  • Click the “Delete and Start Over” button.
  • Only use this button if your survey is incorrect and you want to select a different Primary Business or Activity in Item 4/4A.
  • This will delete all previous responses entered and you will restart the survey.

Otherwise, please fill out the survey(s) to the best of your ability or Contact Us.

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  1. If you are still in the online reporting instrument, click the “Logout” button in the upper right corner.
  2. Log into the Respondent Portal, https://portal.census.gov.
  3. Click the “REPORT NOW” button on the survey card to return to the survey.
  4. Click the orange “Messages” button in the upper right.
  5. Click the “Open” link for “Submission Report” to display the “Submission Confirmation” screen.

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Related Information


Page Last Revised - March 16, 2023
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